Ashton Young is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he assists clients in developing strategies to pursue their short-, mid-, and long-term financial goals. Ashton provides guidance on a range of financial matters, including general investing, retirement planning, and saving for unforeseen events. Additionally, he connects clients to Bank of America specialists for services related to banking, credit, home financing, and small business solutions. Ashton holds a Bachelor's Degree from the University of North Florida. He is certified as a CERTIFIED FINANCIAL PLANNER (CFP), a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), and a Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). His approach involves understanding what matters to clients and their families to create personalized financial strategies. He works closely with clients to discuss their goals, concerns, and questions, providing ongoing advice and guidance as their needs evolve.

Russell Glover is a financial advisor with Wells Fargo Advisors in Melbourne, FL, holding a Series 66 designation and 11 years of industry experience. He previously worked at Bank of America and Merrill from 2014 to 2021 before joining Wells Fargo Advisors in 2021. Outside of his advisory role, he is involved as a principal of Rusty Bugs, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and financial planning services tailored to clients meeting a net-worth threshold. The firm offers a broad range of planning services and integrates advisory solutions with other financial products and referral channels.

David Rider Jr. is a financial advisor with Raymond James Financial in Melbourne, FL, holding Series 63 and Series 66 licenses and 23 years of industry experience. He has worked at various Raymond James entities since 2013. Outside of his advisory role, he manages Rider Wealth Management, LLC, which supports his private wealth management practice. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm offers tailored, non-discretionary planning and encourages implementation through its advisory programs, with additional capabilities in municipal and public finance advisory services.

Greggory Lindquist is a financial advisor with Mass Mutual Investors Services in Melbourne, FL, holding a Series 66 designation and two years of industry experience. His prior work includes roles at various companies in diverse sectors such as food service and education. He has also been involved in operating a local restaurant, Pizza Gallery and Grill. Mass Mutual Investors Services is an SEC-registered broker-dealer and investment adviser subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive planning tools and educational seminars, with a focus on collaborative, annual financial planning relationships.

Steven Wilmarth is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has been with Raymond James & Associates since 1998. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and municipal entities, offering services such as financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Jamie Wannamaker is a financial advisor at Edward Jones with two years of industry experience. He has been affiliated with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Cole Wilmarth is a CFP® professional with eight years of experience in the financial industry. He has been with Raymond James & Associates since 2019 and previously worked at Fidelity Investments. Wilmarth also serves as president of a homeowners association in Melbourne, FL. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and charitable organizations, offering financial planning and consulting services supported by a nationwide adviser network.

Joyce Goff is a financial advisor with Merrill in Rockledge, Florida, holding a Series 66 designation and 33 years of industry experience. She has been with Merrill since 1995. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Christian Heinbockel is a financial advisor at Edward Jones in Satellite Beach, FL, holding a Series 66 designation. He has over 11 years of experience in the financial services industry, including roles at Bank of America and Legends Bank. Heinbockel also spent time as a homemaker between his professional engagements. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Lacy Baluta is a financial advisor at Raymond James & Associates with four years of industry experience. She holds a Series 66 designation and has worked previously at J.W. Cole Advisors, Inc., Financial Cornerstone Group, Borboleta Beauty, and SHOW READY Salon, LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services.

Michael Graham is a financial advisor at Raymond James Financial Services Advisors, Inc. with 19 years of industry experience. He holds a Series 66 designation and has been with Raymond James since 2016. Outside of his advisory role, he is the owner of an English pub called Pig & Whistle and is involved in nonprofit work as a founder and donor. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individual, high-net-worth, corporate, and institutional clients. The firm offers tailored, non-discretionary planning and supports its advisors with technology-driven analytical tools and advisory programs.

Blake Lindquist is a financial advisor at Mass Mutual Investors Services with three years of industry experience. He holds a Series 66 designation and has previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank. Outside of finance, he was involved in the restaurant industry with roles at Pizza Gallery and Grill. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved software to deliver written recommendations as part of collaborative, annual client relationships.

Ellen Lausterer is a financial advisor with Raymond James & Associates in Melbourne, FL, holding a Series 66 designation and 16 years of industry experience. She previously worked at UBS Financial Services Inc. for 15 years before joining Raymond James in 2023. Raymond James & Associates, Inc. is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary services.

Brent Detweiler is a financial advisor at Raymond James Financial with seven years of industry experience. He holds the Series 66 designation and has worked previously at Truist Investment Services and SunTrust Bank. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and nonprofit organizations. The firm offers tailored, non-discretionary planning and supports municipal and public finance work through unique affiliations within the industry.

William Orndorf is a CFP®-credentialed financial advisor with 29 years of industry experience, currently practicing at Wells Fargo Advisors since 2021. He previously worked at Bank of America and Merrill. Outside of his advisory work, he serves as a protection team member for an Orlando-based tactical security organization. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutions, employing a broad range of planning options supported by firm research and tools.

Arielle Kingston is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. She has worked with multiple entities within the Cetera network since 2026 and is involved with the Viera Suntree Little League. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a multi-manager platform with a wide range of portfolio management and financial planning services.

Darlene Colbert is a financial advisor at Fidelity with 27 years of industry experience. She holds Series 63 and Series 66 designations. Her prior experience includes five years at Merrill and twenty years with Fidelity Brokerage Services, Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm is noted for its use of algorithmic methods and AI in research and its advisory role to several registered investment companies and fund-of-funds.

Tyler Lawrence serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. He emphasizes a disciplined approach that begins by understanding each client’s financial situation, family, and priorities. Tyler’s practice focuses on delivering personalized service in areas including equity compensation services, family wealth management strategies, personal retirement planning, portfolio management, small business strategies, and retirement income planning. With a Bachelor's Degree from the University of Central Florida and the professional designation of Personal Investment Advisor (PIA), Tyler applies his expertise to help clients take control of their financial future. He utilizes tools like the Merrill Personal Wealth Analysis® to assist clients in forecasting income and expenses under varying market conditions and economic factors. His team provides support in tax mitigation strategies, private placements, equity compensation plan diversification, 401(k) and IRA optimization, and cash flow management. Tyler has spent his entire life on Florida’s Space Coast, where he and his family live close to the ocean. Outside of work, he enjoys golfing, music, surfing, traveling, and spending time with his family. He values being part of the local community and serving those who also call the Space Coast home.

Pamela Thayer is a financial advisor at Mass Mutual Investors Services with 28 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 65 licenses. Pamela has worked with Metropolitan Life Insurance Company and MetLife Securities Inc. since 1996 and has been with MassMutual and its subsidiaries since 2016. She is also an independent insurance agent specializing in dental, group disability income, and life/accident/health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative annual planning engagements without discretionary investment authority.

Christopher Fitzgerald is a financial advisor with Edward Jones in Indian Harbour Beach, FL, holding the CFP® designation and Series 66 license. He has 11 years of industry experience, including 12 years at Edward Jones. Outside of his advisory role, he manages Fitzgerald Land Holdings LLC, a real estate holding company focused on long-term investment land acquisitions. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management supported by a nationwide network of more than 23,000 advisors. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.